Apple Hospitality REIT Ownership 2024 | Who Owns Apple Hospitality REIT Now?
Institutional Ownership
84.96%
Insider Ownership
6.68%
Retail Ownership
8.36%
Institutional Holders
302.00
Apple Hospitality REIT Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 16.79% | 0.01% | 40,690,049 | 1,984,513 | 5.13% | 591,633,306 | Jun 30, 2024 |
| VANGUARD GROUP INC | 14.94% | 0.01% | 36,223,946 | 668,396 | 1.88% | 526,696,175 | Jun 30, 2024 |
| STATE STREET CORP | 5.39% | 0.01% | 13,070,750 | 345,258 | 2.71% | 191,066,062,000 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 3.68% | 0.08% | 8,913,838 | -126,657 | -1.40% | 129,608,000 | Jun 30, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 3.01% | 0.45% | 7,304,452 | 30,636 | 0.42% | 106,206,728 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2.87% | 0.01% | 6,965,492 | -433,181 | -5.85% | 101,280,000 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 2.48% | 0.09% | 6,019,115 | 881,217 | 17.15% | 87,517,932 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.35% | 0.01% | 5,699,215 | 497,796 | 9.57% | 82,881,211 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 2.16% | 0.01% | 5,224,717 | 281,691 | 5.70% | 75,967,388 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 1.93% | 0.08% | 4,690,074 | 68,216 | 1.48% | 68,193,493 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.76% | 0.01% | 4,274,146 | 228,773 | 5.66% | 62,146,083 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 1.70% | 0.02% | 4,117,773 | -160,624 | -3.75% | 60,019,985 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.41% | 0.01% | 3,409,281 | 1,182,023 | 53.07% | 49,570,946 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.39% | 0.01% | 3,375,016 | 154,159 | 4.79% | 49,071,874 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.20% | 0.01% | 2,917,226 | -8,598 | -0.29% | 42,416,466,000 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 1.10% | 0.07% | 2,661,070 | 26,136 | 0.99% | 38,691,958 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 1.06% | 0.08% | 2,572,043 | 53,300 | 2.12% | 37,398,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.84% | 0.00% | 2,048,333 | 176,541 | 9.43% | 29,782,768 | Jun 30, 2024 |
| FMR LLC | 0.81% | 0.00% | 1,968,001 | -174,553 | -8.15% | 28,614,740 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.81% | 0.01% | 1,952,818 | 85,733 | 4.59% | 28,393,977 | Jun 30, 2024 |
Apple Hospitality REIT's largest institutional shareholder is BLACKROCK INC., holding 16.79% of the company's total share outstanding, currently valued at $591.63M. The top 10 institutional shareholders own together 55.61% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MASTERTON CAPITAL MANAGEMENT, LP | 0.10% | 2.41% | 232,319 | 232,319 | 100.00% | 3,377,918 | Jun 30, 2024 |
| GSI CAPITAL ADVISORS LLC | 0.11% | 2.27% | 264,062 | 264,062 | 100.00% | 3,839,461 | Jun 30, 2024 |
| MYDA ADVISORS LLC | 0.17% | 1.26% | 400,000 | 50,000 | 14.29% | 5,816,000 | Jun 30, 2024 |
| CUTLER CAPITAL MANAGEMENT, LLC | 0.09% | 1.26% | 221,475 | 66,252 | 42.68% | 3,220,249 | Jun 30, 2024 |
| SYSTEMATIC PORTFOLIOS LLC | 0.00% | 1.05% | 10,380 | 10,380 | 100.00% | 150,925 | Jun 30, 2024 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 0.78% | 0.84% | 1,892,621 | 1,784 | 0.09% | 27,518,713 | Jun 30, 2024 |
| INLET PRIVATE WEALTH, LLC | 0.08% | 0.78% | 196,575 | 6,000 | 3.15% | 2,858,201 | Jun 30, 2024 |
| GILLSON CAPITAL LP | 0.22% | 0.74% | 529,045 | 529,045 | 100.00% | 7,692,000 | Jun 30, 2024 |
| SOUND INCOME STRATEGIES, LLC | 0.29% | 0.65% | 712,608 | 94,686 | 15.32% | 10,361,317 | Jun 30, 2024 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 0.04% | 0.51% | 98,843 | 98,843 | 100.00% | 1,437,177 | Jun 30, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 3.01% | 0.45% | 7,304,452 | 30,636 | 0.42% | 106,206,728 | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | 0.26% | 0.45% | 638,625 | 511,100 | 400.78% | 9,285,608 | Jun 30, 2024 |
| MERITAGE PORTFOLIO MANAGEMENT | 0.14% | 0.31% | 334,238 | -3,929 | -1.16% | 4,860,000 | Jun 30, 2024 |
| FOUNDRY PARTNERS, LLC | 0.15% | 0.29% | 366,149 | 18,432 | 5.30% | 5,323,806 | Jun 30, 2024 |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 0.16% | 0.23% | 377,270 | -69,514 | -15.56% | 5,485,506 | Jun 30, 2024 |
| OLIVER LUXXE ASSETS LLC | 0.03% | 0.22% | 69,844 | 2,538 | 3.77% | 1,015,532 | Jun 30, 2024 |
| EMC CAPITAL MANAGEMENT | 0.01% | 0.20% | 24,001 | - | - | 349,000 | Jun 30, 2024 |
| MILLER HOWARD INVESTMENTS INC /NY | 0.17% | 0.19% | 400,189 | 349 | 0.09% | 5,818,748 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 0.25% | 0.19% | 604,871 | -33,494 | -5.25% | 8,794,824 | Jun 30, 2024 |
| KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 0.07% | 0.15% | 160,912 | 1,874 | 1.18% | 2,339,660 | Jun 30, 2024 |
The largest Apple Hospitality REIT shareholder by % of total assets is MASTERTON CAPITAL MANAGEMENT, LP. The company owns 232.32K shares of Apple Hospitality REIT (APLE), representing 2.41% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 16.79% | 0.01% | 40,690,049 | 1,984,513 | 5.13% | 591,633,306 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.41% | 0.01% | 3,409,281 | 1,182,023 | 53.07% | 49,570,946 | Jun 30, 2024 |
| NORGES BANK | 0.44% | 0.00% | 1,054,833 | 1,054,833 | 100.00% | 15,337,272 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 2.48% | 0.09% | 6,019,115 | 881,217 | 17.15% | 87,517,932 | Jun 30, 2024 |
| ALYESKA INVESTMENT GROUP, L.P. | 0.55% | 0.11% | 1,338,885 | 810,478 | 153.38% | 19,467,388 | Jun 30, 2024 |
| VANGUARD GROUP INC | 14.94% | 0.01% | 36,223,946 | 668,396 | 1.88% | 526,696,175 | Jun 30, 2024 |
| HUDSON BAY CAPITAL MANAGEMENT LP | 0.24% | 0.04% | 580,570 | 580,570 | 100.00% | 8,441,488 | Jun 30, 2024 |
| GILLSON CAPITAL LP | 0.22% | 0.74% | 529,045 | 529,045 | 100.00% | 7,692,000 | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | 0.26% | 0.45% | 638,625 | 511,100 | 400.78% | 9,285,608 | Jun 30, 2024 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 0.21% | 0.01% | 500,000 | 500,000 | 100.00% | 7,270,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.35% | 0.01% | 5,699,215 | 497,796 | 9.57% | 82,881,211 | Jun 30, 2024 |
| SEGALL BRYANT & HAMILL, LLC | 0.15% | 0.09% | 368,074 | 368,074 | 100.00% | 5,351,796 | Jun 30, 2024 |
| WESTWOOD HOLDINGS GROUP INC | 0.16% | 0.03% | 388,414 | 350,000 | 911.13% | 5,647,540 | Jun 30, 2024 |
| STATE STREET CORP | 5.39% | 0.01% | 13,070,750 | 345,258 | 2.71% | 191,066,062,000 | Jun 30, 2024 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 0.14% | 0.06% | 348,156 | 339,156 | 3768.40% | 5,062,188 | Jun 30, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | 0.27% | 0.01% | 650,491 | 338,147 | 108.26% | 9,458,139 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.12% | 0.00% | 284,479 | 284,479 | 100.00% | 4,136,325 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 2.16% | 0.01% | 5,224,717 | 281,691 | 5.70% | 75,967,388 | Jun 30, 2024 |
| GSI CAPITAL ADVISORS LLC | 0.11% | 2.27% | 264,062 | 264,062 | 100.00% | 3,839,461 | Jun 30, 2024 |
| MASTERTON CAPITAL MANAGEMENT, LP | 0.10% | 2.41% | 232,319 | 232,319 | 100.00% | 3,377,918 | Jun 30, 2024 |
As of Jun 30 2024, Apple Hospitality REIT's largest institutional buyer is BLACKROCK INC.. The company purchased 1.98M stocks of APLE, valued at $591.63M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | 0.53% | 0.01% | 1,276,532 | -6,022,168 | -82.51% | 18,560,777,000 | Jun 30, 2024 |
| RESOLUTION CAPITAL LTD | - | - | - | -2,087,396 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.05% | 0.01% | 124,557 | -627,001 | -83.43% | 1,811,059 | Jun 30, 2024 |
| EAGLE ASSET MANAGEMENT INC | - | - | - | -450,700 | -100.00% | - | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2.87% | 0.01% | 6,965,492 | -433,181 | -5.85% | 101,280,000 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.32% | 0.00% | 766,561 | -321,820 | -29.57% | 11,145,799 | Jun 30, 2024 |
| GREENLAND CAPITAL MANAGEMENT LP | 0.02% | 0.12% | 55,000 | -285,137 | -83.83% | 799,700 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -211,972 | -100.00% | - | Jun 30, 2024 |
| ENSIGN PEAK ADVISORS, INC | 0.03% | 0.00% | 76,387 | -201,710 | -72.53% | 1,110,667 | Jun 30, 2024 |
| SEI INVESTMENTS CO | 0.02% | 0.00% | 48,159 | -182,492 | -79.12% | 700,234,000 | Jun 30, 2024 |
| FMR LLC | 0.81% | 0.00% | 1,968,001 | -174,553 | -8.15% | 28,614,740 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 1.70% | 0.02% | 4,117,773 | -160,624 | -3.75% | 60,019,985 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | - | - | - | -145,063 | -100.00% | - | Jun 30, 2024 |
| UBS GROUP AG | 0.03% | 0.00% | 79,605 | -134,109 | -62.75% | 1,157,456 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 3.68% | 0.08% | 8,913,838 | -126,657 | -1.40% | 129,608,000 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.21% | 0.01% | 497,631 | -117,526 | -19.11% | 7,235,554 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -116,218 | -100.00% | - | Jun 30, 2024 |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 0.11% | 0.02% | 261,091 | -105,384 | -28.76% | 3,796,264 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0.00% | 0.00% | 8,756 | -92,327 | -91.34% | 125,649 | Jun 30, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | 0.02% | 0.00% | 46,490 | -92,025 | -66.44% | 675,964 | Jun 30, 2024 |
As of Jun 30 2024, Apple Hospitality REIT's biggest institutional seller is PRINCIPAL FINANCIAL GROUP INC. The company sold -6.02M shares of APLE, valued at $18.56B.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.44% | 0.00% | 1,054,833 | 1,054,833 | 100.00% | 15,337,272 | Jun 30, 2024 |
| GILLSON CAPITAL LP | 0.22% | 0.74% | 529,045 | 529,045 | 100.00% | 7,692,000 | Jun 30, 2024 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 0.21% | 0.01% | 500,000 | 500,000 | 100.00% | 7,270,000 | Jun 30, 2024 |
| SEGALL BRYANT & HAMILL, LLC | 0.15% | 0.09% | 368,074 | 368,074 | 100.00% | 5,351,796 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.12% | 0.00% | 284,479 | 284,479 | 100.00% | 4,136,325 | Jun 30, 2024 |
| GSI CAPITAL ADVISORS LLC | 0.11% | 2.27% | 264,062 | 264,062 | 100.00% | 3,839,461 | Jun 30, 2024 |
| MASTERTON CAPITAL MANAGEMENT, LP | 0.10% | 2.41% | 232,319 | 232,319 | 100.00% | 3,377,918 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.01% | 132,135 | 132,135 | 100.00% | 1,921,243 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 109,564 | 109,564 | 100.00% | 1,593,061 | Jun 30, 2024 |
| ALLSTATE CORP | 0.04% | 0.12% | 99,191 | 99,191 | 100.00% | 1,442,237 | Jun 30, 2024 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 0.04% | 0.51% | 98,843 | 98,843 | 100.00% | 1,437,177 | Jun 30, 2024 |
| CAXTON ASSOCIATES LP | 0.04% | 0.05% | 96,870 | 96,870 | 100.00% | 1,408,490 | Jun 30, 2024 |
| PARALEL ADVISORS LLC | 0.03% | 0.05% | 75,000 | 75,000 | 100.00% | 1,090,500 | Jun 30, 2024 |
| IFM INVESTORS PTY LTD | 0.02% | 0.01% | 52,607 | 52,607 | 100.00% | 764,906 | Jun 30, 2024 |
| AXA S.A. | 0.02% | 0.00% | 43,352 | 43,352 | 100.00% | 630,338 | Jun 30, 2024 |
| WINTON GROUP LTD | 0.02% | 0.04% | 38,744 | 38,744 | 100.00% | 563,338 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.01% | 0.04% | 35,761 | 35,761 | 100.00% | 520,000 | Jun 30, 2024 |
| CORNERCAP INVESTMENT COUNSEL INC | 0.01% | 0.07% | 30,250 | 30,250 | 100.00% | 439,835 | Jun 30, 2024 |
| UNITED ASSET STRATEGIES, INC. | 0.01% | 0.03% | 23,910 | 23,910 | 100.00% | 347,651 | Jun 30, 2024 |
| ALGERT GLOBAL LLC | 0.01% | 0.01% | 23,178 | 23,178 | 100.00% | 337,000 | Jun 30, 2024 |
| VANDERBILT UNIVERSITY | 0.01% | 0.07% | 23,151 | 23,151 | 100.00% | 336,616 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.01% | 0.00% | 21,000 | 21,000 | 100.00% | 305,340 | Jun 30, 2024 |
| BOKF, NA | 0.01% | 0.00% | 18,558 | 18,558 | 100.00% | 269,833 | Jun 30, 2024 |
| ALPINE GLOBAL MANAGEMENT, LLC | 0.01% | 0.05% | 18,495 | 18,495 | 100.00% | 268,917 | Jun 30, 2024 |
| IMC-CHICAGO, LLC | 0.01% | 0.00% | 17,806 | 17,806 | 100.00% | 258,899 | Jun 30, 2024 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.01% | 0.02% | 17,421 | 17,421 | 100.00% | 253,301 | Jun 30, 2024 |
| OPPENHEIMER & CO INC | 0.01% | 0.00% | 13,050 | 13,050 | 100.00% | 189,747 | Jun 30, 2024 |
| CORNERSTONE INVESTMENT PARTNERS, LLC | 0.00% | 0.01% | 11,260 | 11,260 | 100.00% | 163,720 | Jun 30, 2024 |
| ATRIA INVESTMENTS, INC | 0.00% | 0.00% | 11,023 | 11,023 | 100.00% | 160,274 | Jun 30, 2024 |
| SYSTEMATIC PORTFOLIOS LLC | 0.00% | 1.05% | 10,380 | 10,380 | 100.00% | 150,925 | Jun 30, 2024 |
| FIL LTD | 0.00% | 0.00% | 8,267 | 8,267 | 100.00% | 120,202 | Jun 30, 2024 |
| PALOUSE CAPITAL MANAGEMENT, INC. | 0.00% | 0.07% | 6,778 | 6,778 | 100.00% | 98,552 | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | 0.00% | 0.00% | 6,560 | 6,560 | 100.00% | 95,000 | Jun 30, 2024 |
| FINTRUST CAPITAL ADVISORS, LLC | 0.00% | 0.00% | 654 | 654 | 100.00% | 9,510 | Jun 30, 2024 |
| GREAT LAKES RETIREMENT, INC. | 0.00% | 0.00% | 375 | 375 | 100.00% | 5,483 | Jun 30, 2024 |
| JONES FINANCIAL COMPANIES LLLP | 0.00% | - | 210 | 210 | 100.00% | 3,055 | Jun 30, 2024 |
| LARSON FINANCIAL GROUP LLC | 0.00% | 0.00% | 146 | 146 | 100.00% | 2,125 | Jun 30, 2024 |
| OPTIVER HOLDING B.V. | - | - | 113 | 113 | 100.00% | 1,643 | Jun 30, 2024 |
| WHITTIER TRUST CO OF NEVADA INC | - | - | 100 | 100 | 100.00% | 1,454 | Jun 30, 2024 |
| GLEN EAGLE ADVISORS, LLC | - | 0.00% | 47 | 47 | 100.00% | 676 | Jun 30, 2024 |
| ADVISORNET FINANCIAL, INC | - | - | 12 | 12 | 100.00% | 174 | Jun 30, 2024 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | - | - | 9 | 9 | 100.00% | 131 | Jun 30, 2024 |
| GLOBAL RETIREMENT PARTNERS, LLC | - | - | 2 | 2 | 100.00% | 29 | Jun 30, 2024 |
Apple Hospitality REIT's largest new institutional shareholder by number of shares is NORGES BANK, purchased 1.05M shares, valued at $15.34M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| RESOLUTION CAPITAL LTD | - | - | - | -2,087,396 | -100.00% | - | Jun 30, 2024 |
| EAGLE ASSET MANAGEMENT INC | - | - | - | -450,700 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -211,972 | -100.00% | - | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | - | - | - | -145,063 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -116,218 | -100.00% | - | Jun 30, 2024 |
| WOLVERINE ASSET MANAGEMENT LLC | - | - | - | -90,678 | -100.00% | - | Jun 30, 2024 |
| NATIXIS | - | - | - | -81,100 | -100.00% | - | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | - | - | - | -73,301 | -100.00% | - | Jun 30, 2024 |
| GLENMEDE TRUST CO NA | - | - | - | -32,468 | -100.00% | - | Jun 30, 2024 |
| NATIXIS ADVISORS, L.P. | - | - | - | -22,825 | -100.00% | - | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | - | - | - | -20,000 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -17,907 | -100.00% | - | Jun 30, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | - | - | - | -16,955 | -100.00% | - | Jun 30, 2024 |
| RITHOLTZ WEALTH MANAGEMENT | - | - | - | -16,199 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -12,600 | -100.00% | - | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | - | - | - | -12,178 | -100.00% | - | Jun 30, 2024 |
| WALLEYE TRADING LLC | - | - | - | -10,233 | -100.00% | - | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | - | - | - | -7,125 | -100.00% | - | Jun 30, 2024 |
| YHB INVESTMENT ADVISORS, INC. | - | - | - | -2,278 | -100.00% | - | Jun 30, 2024 |
| TRUVESTMENTS CAPITAL LLC | - | - | - | -1,594 | -100.00% | - | Jun 30, 2024 |
| SYSTM WEALTH SOLUTIONS LLC | - | - | - | -1,164 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -879 | -100.00% | - | Jun 30, 2024 |
| VERSANT CAPITAL MANAGEMENT, INC | - | - | - | -496 | -100.00% | - | Jun 30, 2024 |
| BESSEMER GROUP INC | - | - | - | -185 | -100.00% | - | Jun 30, 2024 |
| FRAZIER FINANCIAL ADVISORS, LLC | - | - | - | -98 | -100.00% | - | Jun 30, 2024 |
| HARBOR INVESTMENT ADVISORY, LLC | - | - | - | -87 | -100.00% | - | Jun 30, 2024 |
| ASSETMARK, INC | - | - | - | -26 | -100.00% | - | Jun 30, 2024 |
| - | - | - | -14 | -100.00% | - | Jun 30, 2024 |
Apple Hospitality REIT's largest sold out institutional shareholder by shares sold is RESOLUTION CAPITAL LTD, sold -2.09M shares, valued at -, as of undefined.
Apple Hospitality REIT Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| SCHRODER GLOBAL SERIES TRUST | 19.60% | 40,004 | - | - | Jan 31, 2021 |
| AGF Investments Trust | 5.54% | -104,676 | - | - | Mar 31, 2024 |
| PIONEER REAL ESTATE SHARES | 3.51% | 134,559 | -8,079 | -5.66% | Mar 31, 2023 |
| T. Rowe Price Real Estate Fund, Inc. | 3.37% | 716,922 | -52,600 | -6.84% | Mar 31, 2024 |
| AB GLOBAL REAL ESTATE INVESTMENT FUND INC | 1.63% | 88,520 | - | - | Feb 29, 2024 |
| Vanguard Montgomery Funds | 1.11% | 264,498 | - | - | Mar 31, 2024 |
| AB INSTITUTIONAL FUNDS INC | 0.99% | 172,940 | - | - | Jan 31, 2024 |
| SPIRIT OF AMERICA INVESTMENT FUND INC | 0.80% | 45,210 | - | - | Feb 29, 2024 |
| Miller/Howard High Income Equity Fund | 0.70% | 380,000 | - | - | Jan 31, 2024 |
| Capitol Series Trust | 0.69% | 6,862,057 | 28,800 | 0.42% | Mar 31, 2024 |
| Brookfield Investment Funds | 0.58% | 940,543 | - | - | Mar 31, 2024 |
| Voya Global Advantage & Premium Opportunity Fund | 0.55% | 34,077 | - | - | Feb 29, 2024 |
| Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | 0.53% | 108,411 | - | - | Feb 29, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 16 | 0.52% | 138,133 | - | - | Jan 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 10 | 0.49% | 112,200 | - | - | Jan 31, 2024 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.46% | 3,646,206 | -66,500 | -1.79% | Mar 31, 2024 |
| NUVEEN INVESTMENT TRUST | 0.46% | 260,438 | -16,970 | -6.12% | Mar 31, 2024 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.46% | 33,392 | - | - | Sep 30, 2022 |
| T. Rowe Price Global Real Estate Fund, Inc. | 0.38% | 35,657 | -1,296 | -3.51% | Mar 31, 2024 |
| HEARTLAND GROUP INC | 0.35% | 200,000 | - | - | Mar 31, 2024 |
| DELAWARE VIP TRUST | 0.27% | 991,503 | -330 | -0.03% | Mar 28, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.27% | 139,001 | - | - | Mar 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.27% | 1,155,024 | -132,208 | -10.27% | Feb 29, 2024 |
| VALUED ADVISERS TRUST | 0.23% | 215,776 | 5,017 | 2.38% | Jan 31, 2024 |
| Forward Funds | 0.22% | 465,000 | 163,588 | 54.27% | Sep 30, 2022 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. | 0.21% | 62,577 | - | - | Mar 31, 2024 |
| BNY MELLON INDEX FUNDS, INC. | 0.19% | 214,871 | -31,407 | -12.75% | Jan 31, 2024 |
| T. Rowe Price Real Assets Fund, Inc. | 0.19% | 2,629,648 | 64,573 | 2.52% | Mar 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.18% | 105,232 | -1,065 | -1.00% | Mar 31, 2024 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.18% | 5,269 | - | - | Mar 31, 2024 |
| VANGUARD SPECIALIZED FUNDS | 0.16% | 8,781,380 | -192,072 | -2.14% | Jan 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 12 | 0.16% | 474,243 | - | - | Jan 31, 2024 |
| FIDELITY DEVONSHIRE TRUST | 0.16% | 1,643,569 | - | - | Jan 31, 2024 |
| PRUDENTIAL JENNISON BLEND FUND, INC. | 0.14% | 87,743 | - | - | Feb 29, 2024 |
| Apollo Diversified Real Estate Fund | 0.12% | 426,220 | - | - | Mar 31, 2024 |
| VICTORY PORTFOLIOS | 0.12% | 3,750,000 | -65,000 | -1.70% | Mar 31, 2024 |
| Legg Mason ETF Investment Trust | 0.08% | 155,612 | - | - | Mar 31, 2024 |
| Seven Hills Realty Trust | 0.08% | 71,400 | - | - | Dec 31, 2020 |
| BNY Mellon Investment Funds V, Inc. | 0.08% | 58,320 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.07% | 277,003 | 60,253 | 27.80% | Jan 31, 2024 |
| Total Fund Solution | 0.07% | 24,460 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.06% | 149,127 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.06% | 377,436 | -15,486 | -3.94% | Mar 31, 2024 |
| Nuveen Real Asset Income & Growth Fund | 0.06% | 150,506 | 92,351 | 158.80% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.06% | 309,227 | 235,863 | 321.50% | Mar 31, 2024 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.06% | 45,280 | 8,000 | 21.46% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.05% | 32,122 | -900 | -2.73% | Mar 31, 2024 |
| DEUTSCHE DWS VARIABLE SERIES I | 0.05% | 18,296 | - | - | Mar 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS V | 0.05% | 2,859,150 | -167,762 | -5.54% | Feb 29, 2024 |
| VANGUARD INDEX FUNDS | 0.05% | 19,334,099 | -2,201,347 | -10.22% | Mar 31, 2024 |
| DEUTSCHE DWS INSTITUTIONAL FUNDS | 0.04% | 14,129 | - | - | Mar 31, 2024 |
| Thirdline Real Estate Income Fund | 0.04% | 1,900 | - | - | Dec 31, 2023 |
| SYNTAX ETF TRUST | 0.04% | 1,390 | 95 | 7.34% | Mar 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.04% | 990,820 | - | - | Mar 31, 2024 |
| Kelly Strategic ETF Trust | 0.04% | 982 | - | - | Feb 29, 2024 |
| Federated Hermes MDT Series | 0.03% | 85,262 | - | - | Jan 31, 2024 |
| PUTNAM INVESTMENT FUNDS | 0.03% | 167,900 | -25,400 | -13.14% | Feb 29, 2024 |
| Guggenheim Variable Funds Trust | 0.03% | 122,009 | -6,215 | -4.85% | Dec 31, 2023 |
| Harbor ETF Trust | 0.03% | 136,980 | 3,477 | 2.60% | Jan 31, 2024 |
| Humankind Benefit Corp | 0.03% | 638 | -84 | -11.63% | Dec 31, 2023 |
| Bernstein Fund Inc | 0.03% | 230,670 | - | - | Mar 31, 2024 |
| Series Portfolios Trust | 0.03% | 165,665 | - | - | Jan 31, 2024 |
| DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. | 0.02% | 47,123 | - | - | Jan 31, 2024 |
| Voya EQUITY TRUST | 0.02% | 30,700 | - | - | Feb 29, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.02% | 65,956 | - | - | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.02% | 4,526 | - | - | Mar 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.02% | 45,029 | - | - | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.02% | 8,691 | - | - | Apr 30, 2021 |
| NUVEEN INVESTMENT FUNDS INC | 0.02% | 525,959 | 405,208 | 335.57% | Mar 31, 2024 |
| EATON VANCE SPECIAL INVESTMENT TRUST | 0.02% | 26,959 | - | - | Mar 31, 2024 |
| DELAWARE INVESTMENTS DIVIDEND & INCOME FUND, INC | 0.01% | 3,557 | -2,872 | -44.67% | Feb 28, 2023 |
| Meeder Funds | 0.01% | 60,987 | - | - | Mar 31, 2024 |
| AMG Funds I | 0.01% | 24,130 | - | - | Jan 31, 2024 |
| Principal Exchange-Traded Funds | 0.01% | 138,771 | -26,774 | -16.17% | Mar 31, 2024 |
| TOUCHSTONE STRATEGIC TRUST | 0.01% | 706,590 | 101,670 | 16.81% | Mar 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.01% | 27,226 | - | - | Mar 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.01% | 12,469 | - | - | Mar 28, 2024 |
| OLD WESTBURY FUNDS INC | 0.01% | 1,402,690 | - | - | Jan 31, 2024 |
| AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) | 0.01% | 907,289 | - | - | Feb 29, 2024 |
| Nushares ETF Trust | 0.01% | 72,742 | - | - | Jan 31, 2024 |
| DELAWARE POOLED TRUST | 0.01% | 10,529 | - | - | Jan 31, 2024 |
| Brookfield Real Assets Income Fund Inc. | 0.01% | 114,853 | - | - | Mar 31, 2024 |
| IndexIQ ETF Trust | 0.01% | 21,170 | -1,256 | -5.60% | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.01% | 1,901,042 | 78,064 | 4.28% | Feb 29, 2024 |
| PIMCO Energy & Tactical Credit Opportunities Fund | 0.01% | 63,700 | - | - | Mar 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.01% | 156,684 | -9,195 | -5.54% | Jan 31, 2024 |
| NEUBERGER BERMAN ALTERNATIVE FUNDS | 0.01% | 105,132 | - | - | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.01% | 21,521 | -817 | -3.66% | Mar 31, 2024 |
| VANGUARD TAX-MANAGED FUNDS | 0.01% | 1,632,709 | -29,713 | -1.79% | Mar 31, 2024 |
| ETFis Series Trust I | 0.01% | 11,331 | -159,872 | -93.38% | Jan 31, 2024 |
| UNIFIED SERIES TRUST | 0.01% | 121,406 | - | - | Mar 31, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.01% | 45,931 | - | - | Jan 31, 2024 |
| FLEXSHARES TRUST | 0.01% | 541,407 | 255 | 0.05% | Jan 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.01% | 17,519 | -477 | -2.65% | Mar 31, 2024 |
| Securian Funds Trust | 0.01% | 63,100 | - | - | Mar 31, 2024 |
| SHELTON FUNDS | 0.01% | 9,587 | -805 | -7.75% | Feb 29, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.01% | 127,400 | -31,100 | -19.62% | Jan 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.01% | 3,084,042 | 29,859 | 0.98% | Feb 29, 2024 |
| T. Rowe Price Global Allocation Fund, Inc. | 0.01% | 9,180 | -1,259 | -12.06% | Jan 31, 2024 |
| GraniteShares ETF Trust | 0.01% | 10,932 | - | - | Sep 30, 2021 |
Apple Hospitality REIT's largest mutual fund holder by % of total assets is "SCHRODER GLOBAL SERIES TRUST", owning 40.00K shares, compromising 19.60% of its total assets.
Apple Hospitality REIT Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 302 | -0.66% |
| 31 Mar, 24 | 304 | -2.88% |
| 31 Dec, 23 | 313 | 10.21% |
| 30 Sep, 23 | 284 | 3.65% |
| 30 Jun, 23 | 274 | -1.44% |
| 31 Mar, 23 | 278 | -5.44% |
| 31 Dec, 22 | 294 | 2.80% |
| 30 Sep, 22 | 286 | 2.14% |
| 30 Jun, 22 | 280 | 3.32% |
| 31 Mar, 22 | 271 | 6.69% |
| 31 Dec, 21 | 254 | 0.40% |
| 30 Sep, 21 | 253 | 2.43% |
| 30 Jun, 21 | 247 | -5.36% |
| 31 Mar, 21 | 261 | 3.16% |
| 31 Dec, 20 | 253 | 2.85% |
| 30 Sep, 20 | 246 | -3.15% |
| 30 Jun, 20 | 254 | -3.42% |
| 31 Mar, 20 | 263 | 1.15% |
| 31 Dec, 19 | 260 | - |
| 30 Sep, 19 | 260 | 3.59% |
| 30 Jun, 19 | 251 | -3.83% |
| 31 Mar, 19 | 261 | 1.95% |
| 31 Dec, 18 | 256 | 2.81% |
| 30 Sep, 18 | 249 | -4.23% |
| 30 Jun, 18 | 260 | 7.00% |
| 31 Mar, 18 | 243 | 7.05% |
| 31 Dec, 17 | 227 | 10.19% |
| 30 Sep, 17 | 206 | -0.96% |
| 30 Jun, 17 | 208 | 7.77% |
| 31 Mar, 17 | 193 | -2.53% |
| 31 Dec, 16 | 198 | 10.00% |
| 30 Sep, 16 | 180 | 16.88% |
| 30 Jun, 16 | 154 | 14.93% |
| 31 Mar, 16 | 134 | 1.52% |
| 31 Dec, 15 | 132 | 28.16% |
| 30 Sep, 15 | 103 | 77.59% |
| 30 Jun, 15 | 58 | - |
| 31 Mar, 87 | 1 | - |
As of 30 Jun 24, 302 institutions are holding Apple Hospitality REIT's shares, representing a decrease of -0.66% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 205,947,968 | 0.45% |
| 31 Mar, 24 | 205,024,041 | -4.02% |
| 31 Dec, 23 | 213,608,884 | 4.41% |
| 30 Sep, 23 | 204,583,208 | 9.76% |
| 30 Jun, 23 | 186,390,160 | -0.43% |
| 31 Mar, 23 | 187,188,714 | 1.09% |
| 31 Dec, 22 | 185,179,234 | 0.79% |
| 30 Sep, 22 | 183,720,380 | -1.88% |
| 30 Jun, 22 | 187,237,123 | -0.97% |
| 31 Mar, 22 | 189,065,135 | 4.25% |
| 31 Dec, 21 | 181,365,367 | -1.31% |
| 30 Sep, 21 | 183,770,399 | 1.96% |
| 30 Jun, 21 | 180,233,760 | 11.20% |
| 31 Mar, 21 | 162,082,975 | 2.79% |
| 31 Dec, 20 | 157,686,540 | 14.29% |
| 30 Sep, 20 | 137,968,725 | -3.35% |
| 30 Jun, 20 | 142,750,068 | 1.22% |
| 31 Mar, 20 | 141,030,204 | 1.46% |
| 31 Dec, 19 | 139,004,307 | 1.29% |
| 30 Sep, 19 | 137,235,786 | 1.59% |
| 30 Jun, 19 | 135,085,578 | 3.12% |
| 31 Mar, 19 | 130,996,955 | 2.05% |
| 31 Dec, 18 | 128,369,099 | -2.16% |
| 30 Sep, 18 | 131,203,466 | -1.23% |
| 30 Jun, 18 | 132,835,589 | 1.66% |
| 31 Mar, 18 | 130,662,032 | 4.11% |
| 31 Dec, 17 | 125,508,667 | 8.83% |
| 30 Sep, 17 | 115,322,068 | 3.13% |
| 30 Jun, 17 | 111,819,613 | 3.04% |
| 31 Mar, 17 | 108,517,332 | 13.21% |
| 31 Dec, 16 | 95,856,872 | 4.73% |
| 30 Sep, 16 | 91,523,464 | 20.40% |
| 30 Jun, 16 | 76,014,432 | 7.14% |
| 31 Mar, 16 | 70,949,070 | 5.39% |
| 31 Dec, 15 | 67,319,257 | 40.99% |
| 30 Sep, 15 | 47,745,925 | 239.64% |
| 30 Jun, 15 | 14,057,991 | - |
| 31 Mar, 87 | 10,898 | - |
Apple Hospitality REIT (APLE) has 205.95M shares outstanding as of 30 Jun 24, up 0.45% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 84.96% | 1.19% |
| 31 Mar, 24 | 84.58% | 0.97% |
| 31 Dec, 23 | 93.15% | 1.17% |
| 30 Sep, 23 | 89.39% | 1.35% |
| 30 Jun, 23 | 81.38% | 1.22% |
| 31 Mar, 23 | 81.60% | 1.24% |
| 31 Dec, 22 | 80.99% | 1.26% |
| 30 Sep, 22 | 80.23% | 1.20% |
| 30 Jun, 22 | 81.76% | 1.20% |
| 31 Mar, 22 | 82.57% | 1.29% |
| 31 Dec, 21 | 80.12% | 1.24% |
| 30 Sep, 21 | 80.45% | 1.25% |
| 30 Jun, 21 | 80.19% | 1.53% |
| 31 Mar, 21 | 72.44% | 1.45% |
| 31 Dec, 20 | 70.61% | 1.85% |
| 30 Sep, 20 | 61.79% | 1.51% |
| 30 Jun, 20 | 63.93% | 1.62% |
| 31 Mar, 20 | 62.88% | 1.63% |
| 31 Dec, 19 | 62.08% | 1.65% |
| 30 Sep, 19 | 61.29% | 1.68% |
| 30 Jun, 19 | 60.33% | 1.76% |
| 31 Mar, 19 | 58.50% | 1.84% |
| 31 Dec, 18 | 56.44% | 1.74% |
| 30 Sep, 18 | 56.96% | 1.71% |
| 30 Jun, 18 | 57.67% | 1.79% |
| 31 Mar, 18 | 56.68% | 1.82% |
| 31 Dec, 17 | 55.80% | 2.09% |
| 30 Sep, 17 | 51.70% | 2.06% |
| 30 Jun, 17 | 50.13% | 2.12% |
| 31 Mar, 17 | 48.65% | 1.93% |
| 31 Dec, 16 | 50.22% | 2.18% |
| 30 Sep, 16 | 48.03% | 2.54% |
| 30 Jun, 16 | 43.52% | 2.64% |
| 31 Mar, 16 | 40.62% | 2.73% |
| 31 Dec, 15 | 38.61% | 5.19% |
| 30 Sep, 15 | 27.27% | 47.41% |
| 30 Jun, 15 | 7.58% | - |
| 31 Mar, 87 | 0.00% | - |
As of 30 Jun 24, Apple Hospitality REIT is held by 84.96% institutional shareholders, representing a 1.19% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 182 | 28.17% |
| 31 Mar, 24 | 142 | -7.19% |
| 31 Dec, 23 | 153 | -3.16% |
| 30 Sep, 23 | 158 | 13.67% |
| 30 Jun, 23 | 139 | -6.71% |
| 31 Mar, 23 | 149 | -6.88% |
| 31 Dec, 22 | 160 | 11.11% |
| 30 Sep, 22 | 144 | 3.60% |
| 30 Jun, 22 | 139 | 6.11% |
| 31 Mar, 22 | 131 | 9.17% |
| 31 Dec, 21 | 120 | 1.69% |
| 30 Sep, 21 | 118 | -0.84% |
| 30 Jun, 21 | 119 | -6.30% |
| 31 Mar, 21 | 127 | 6.72% |
| 31 Dec, 20 | 119 | 25.26% |
| 30 Sep, 20 | 95 | -18.10% |
| 30 Jun, 20 | 116 | -20.55% |
| 31 Mar, 20 | 146 | 6.57% |
| 31 Dec, 19 | 137 | 6.20% |
| 30 Sep, 19 | 129 | 2.38% |
| 30 Jun, 19 | 126 | -8.03% |
| 31 Mar, 19 | 137 | 5.38% |
| 31 Dec, 18 | 130 | 11.11% |
| 30 Sep, 18 | 117 | -19.86% |
| 30 Jun, 18 | 146 | -1.35% |
| 31 Mar, 18 | 148 | 12.98% |
| 31 Dec, 17 | 131 | 8.26% |
| 30 Sep, 17 | 121 | 8.04% |
| 30 Jun, 17 | 112 | 1.82% |
| 31 Mar, 17 | 110 | -21.43% |
| 31 Dec, 16 | 140 | 20.69% |
| 30 Sep, 16 | 116 | 27.47% |
| 30 Jun, 16 | 91 | 22.97% |
| 31 Mar, 16 | 74 | -22.11% |
| 31 Dec, 15 | 95 | 15.85% |
| 30 Sep, 15 | 82 | 41.38% |
| 30 Jun, 15 | 58 | - |
| 31 Mar, 87 | 1 | - |
182 institutional shareholders have increased their position in APLE stock as of 30 Jun 24 compared to 142 in the previous quarter (a 28.17% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 84 | -22.94% |
| 31 Mar, 24 | 109 | -6.03% |
| 31 Dec, 23 | 116 | 36.47% |
| 30 Sep, 23 | 85 | -7.61% |
| 30 Jun, 23 | 92 | 3.37% |
| 31 Mar, 23 | 89 | - |
| 31 Dec, 22 | 89 | 4.71% |
| 30 Sep, 22 | 85 | -10.53% |
| 30 Jun, 22 | 95 | 4.40% |
| 31 Mar, 22 | 91 | 15.19% |
| 31 Dec, 21 | 79 | - |
| 30 Sep, 21 | 79 | 9.72% |
| 30 Jun, 21 | 72 | -16.28% |
| 31 Mar, 21 | 86 | 1.18% |
| 31 Dec, 20 | 85 | -19.81% |
| 30 Sep, 20 | 106 | 0.95% |
| 30 Jun, 20 | 105 | 23.53% |
| 31 Mar, 20 | 85 | 8.97% |
| 31 Dec, 19 | 78 | -7.14% |
| 30 Sep, 19 | 84 | 5.00% |
| 30 Jun, 19 | 80 | -2.44% |
| 31 Mar, 19 | 82 | -5.75% |
| 31 Dec, 18 | 87 | 1.16% |
| 30 Sep, 18 | 86 | 17.81% |
| 30 Jun, 18 | 73 | 12.31% |
| 31 Mar, 18 | 65 | - |
| 31 Dec, 17 | 65 | 25.00% |
| 30 Sep, 17 | 52 | -18.75% |
| 30 Jun, 17 | 64 | - |
| 31 Mar, 17 | 64 | 64.10% |
| 31 Dec, 16 | 39 | -11.36% |
| 30 Sep, 16 | 44 | -6.38% |
| 30 Jun, 16 | 47 | 9.30% |
| 31 Mar, 16 | 43 | 59.26% |
| 31 Dec, 15 | 27 | 35.00% |
| 30 Sep, 15 | 20 | - |
| 30 Jun, 15 | - | - |
| 31 Mar, 87 | - | - |
84 institutional shareholders have reduced their position in APLE stock as of 30 Jun 24 compared to 109 in the previous quarter (a -22.94% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 302 | -0.66% | 205,947,968 | 0.45% | 84.96% | 1.19% | 182 | 28.17% | 84 | -22.94% |
| 31 Mar, 24 | 304 | -2.88% | 205,024,041 | -4.02% | 84.58% | 0.97% | 142 | -7.19% | 109 | -6.03% |
| 31 Dec, 23 | 313 | 10.21% | 213,608,884 | 4.41% | 93.15% | 1.17% | 153 | -3.16% | 116 | 36.47% |
| 30 Sep, 23 | 284 | 3.65% | 204,583,208 | 9.76% | 89.39% | 1.35% | 158 | 13.67% | 85 | -7.61% |
| 30 Jun, 23 | 274 | -1.44% | 186,390,160 | -0.43% | 81.38% | 1.22% | 139 | -6.71% | 92 | 3.37% |
| 31 Mar, 23 | 278 | -5.44% | 187,188,714 | 1.09% | 81.60% | 1.24% | 149 | -6.88% | 89 | - |
| 31 Dec, 22 | 294 | 2.80% | 185,179,234 | 0.79% | 80.99% | 1.26% | 160 | 11.11% | 89 | 4.71% |
| 30 Sep, 22 | 286 | 2.14% | 183,720,380 | -1.88% | 80.23% | 1.20% | 144 | 3.60% | 85 | -10.53% |
| 30 Jun, 22 | 280 | 3.32% | 187,237,123 | -0.97% | 81.76% | 1.20% | 139 | 6.11% | 95 | 4.40% |
| 31 Mar, 22 | 271 | 6.69% | 189,065,135 | 4.25% | 82.57% | 1.29% | 131 | 9.17% | 91 | 15.19% |
| 31 Dec, 21 | 254 | 0.40% | 181,365,367 | -1.31% | 80.12% | 1.24% | 120 | 1.69% | 79 | - |
| 30 Sep, 21 | 253 | 2.43% | 183,770,399 | 1.96% | 80.45% | 1.25% | 118 | -0.84% | 79 | 9.72% |
| 30 Jun, 21 | 247 | -5.36% | 180,233,760 | 11.20% | 80.19% | 1.53% | 119 | -6.30% | 72 | -16.28% |
| 31 Mar, 21 | 261 | 3.16% | 162,082,975 | 2.79% | 72.44% | 1.45% | 127 | 6.72% | 86 | 1.18% |
| 31 Dec, 20 | 253 | 2.85% | 157,686,540 | 14.29% | 70.61% | 1.85% | 119 | 25.26% | 85 | -19.81% |
| 30 Sep, 20 | 246 | -3.15% | 137,968,725 | -3.35% | 61.79% | 1.51% | 95 | -18.10% | 106 | 0.95% |
| 30 Jun, 20 | 254 | -3.42% | 142,750,068 | 1.22% | 63.93% | 1.62% | 116 | -20.55% | 105 | 23.53% |
| 31 Mar, 20 | 263 | 1.15% | 141,030,204 | 1.46% | 62.88% | 1.63% | 146 | 6.57% | 85 | 8.97% |
| 31 Dec, 19 | 260 | - | 139,004,307 | 1.29% | 62.08% | 1.65% | 137 | 6.20% | 78 | -7.14% |
| 30 Sep, 19 | 260 | 3.59% | 137,235,786 | 1.59% | 61.29% | 1.68% | 129 | 2.38% | 84 | 5.00% |
| 30 Jun, 19 | 251 | -3.83% | 135,085,578 | 3.12% | 60.33% | 1.76% | 126 | -8.03% | 80 | -2.44% |
| 31 Mar, 19 | 261 | 1.95% | 130,996,955 | 2.05% | 58.50% | 1.84% | 137 | 5.38% | 82 | -5.75% |
| 31 Dec, 18 | 256 | 2.81% | 128,369,099 | -2.16% | 56.44% | 1.74% | 130 | 11.11% | 87 | 1.16% |
| 30 Sep, 18 | 249 | -4.23% | 131,203,466 | -1.23% | 56.96% | 1.71% | 117 | -19.86% | 86 | 17.81% |
| 30 Jun, 18 | 260 | 7.00% | 132,835,589 | 1.66% | 57.67% | 1.79% | 146 | -1.35% | 73 | 12.31% |
| 31 Mar, 18 | 243 | 7.05% | 130,662,032 | 4.11% | 56.68% | 1.82% | 148 | 12.98% | 65 | - |
| 31 Dec, 17 | 227 | 10.19% | 125,508,667 | 8.83% | 55.80% | 2.09% | 131 | 8.26% | 65 | 25.00% |
| 30 Sep, 17 | 206 | -0.96% | 115,322,068 | 3.13% | 51.70% | 2.06% | 121 | 8.04% | 52 | -18.75% |
| 30 Jun, 17 | 208 | 7.77% | 111,819,613 | 3.04% | 50.13% | 2.12% | 112 | 1.82% | 64 | - |
| 31 Mar, 17 | 193 | -2.53% | 108,517,332 | 13.21% | 48.65% | 1.93% | 110 | -21.43% | 64 | 64.10% |
| 31 Dec, 16 | 198 | 10.00% | 95,856,872 | 4.73% | 50.22% | 2.18% | 140 | 20.69% | 39 | -11.36% |
| 30 Sep, 16 | 180 | 16.88% | 91,523,464 | 20.40% | 48.03% | 2.54% | 116 | 27.47% | 44 | -6.38% |
| 30 Jun, 16 | 154 | 14.93% | 76,014,432 | 7.14% | 43.52% | 2.64% | 91 | 22.97% | 47 | 9.30% |
| 31 Mar, 16 | 134 | 1.52% | 70,949,070 | 5.39% | 40.62% | 2.73% | 74 | -22.11% | 43 | 59.26% |
| 31 Dec, 15 | 132 | 28.16% | 67,319,257 | 40.99% | 38.61% | 5.19% | 95 | 15.85% | 27 | 35.00% |
| 30 Sep, 15 | 103 | 77.59% | 47,745,925 | 239.64% | 27.27% | 47.41% | 82 | 41.38% | 20 | - |
| 30 Jun, 15 | 58 | - | 14,057,991 | - | 7.58% | - | 58 | - | - | - |
| 31 Mar, 87 | 1 | - | 10,898 | - | 0.00% | - | 1 | - | - | - |
Apple Hospitality REIT Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Apple Hospitality REIT's stock was made by Labrecque Rachel on Mar 08 2024, selling 7,500 shares at - per share (valued at -). The last insider buy of APLE was made by KNIGHT GLADE M on Aug 09 2024, buying 5,000 shares at $14.04 per share (worth $70.22K).
Apple Hospitality REIT Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 1 | - | - |
| Q2 2024 | 13 | - | - |
| Q1 2024 | 29 | 10 | 290.00% |
| Q4 2023 | 14 | 14 | 100.00% |
| Q3 2023 | 11 | 2 | 550.00% |
| Q2 2023 | 15 | - | - |
| Q1 2023 | 31 | 12 | 258.33% |
| Q4 2022 | 13 | 11 | 118.18% |
| Q3 2022 | 13 | - | - |
| Q2 2022 | 21 | 1 | 2100.00% |
| Q1 2022 | 28 | 8 | 350.00% |
| Q4 2021 | 14 | 10 | 140.00% |
| Q3 2021 | 17 | 1 | 1700.00% |
| Q2 2021 | 12 | 10 | 120.00% |
| Q1 2021 | 28 | 8 | 350.00% |
| Q4 2020 | 9 | 4 | 225.00% |
| Q3 2020 | 13 | 1 | 1300.00% |
| Q2 2020 | 12 | 5 | 240.00% |
| Q1 2020 | 24 | 3 | 800.00% |
| Q4 2019 | 13 | 8 | 162.50% |
1 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Apple Hospitality REIT's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 1 | - | - |
| Q2 2024 | 3 | - | - |
| Q1 2024 | 1 | - | - |
| Q4 2023 | 1 | - | - |
| Q3 2023 | 1 | - | - |
| Q2 2023 | 5 | - | - |
| Q1 2023 | 3 | - | - |
| Q4 2022 | 3 | - | - |
| Q3 2022 | 2 | - | - |
| Q2 2022 | 7 | - | - |
| Q1 2022 | 2 | - | - |
| Q4 2021 | 1 | 2 | 50.00% |
| Q3 2021 | 5 | 1 | 500.00% |
| Q2 2021 | 1 | 8 | 12.50% |
| Q1 2021 | 1 | - | - |
| Q4 2020 | 1 | - | - |
| Q3 2020 | 6 | - | - |
| Q2 2020 | 2 | - | - |
| Q1 2020 | 8 | - | - |
| Q4 2019 | 3 | - | - |
As of Q3 2024, Insider owners conducted 1 open market buy trades and 0 open market sell trades of Apple Hospitality REIT's stocks.
Apple Hospitality REIT Peer Ownership
APLE Ownership FAQ
Who Owns Apple Hospitality REIT?
Apple Hospitality REIT is owned by institutional shareholders (84.96%), insiders (6.68%), and public (8.36%). The largest institutional shareholder of Apple Hospitality REIT is BLACKROCK INC. (16.79% of total shares) and the top mutual fund owner is SCHRODER GLOBAL SERIES TRUST (19.60% of total shares).
Who are the major institutional shareholders of Apple Hospitality REIT?
Apple Hospitality REIT's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, STATE STREET CORP, T. ROWE PRICE INVESTMENT MANAGEMENT, INC., and FULLER & THALER ASSET MANAGEMENT, INC.. The top five shareholders own together 43.81% of the company's share outstanding.
How many Apple Hospitality REIT shareholders are there?
As of Jun 2024, there are 302 institutional shareholders of Apple Hospitality REIT.
What percentage of Apple Hospitality REIT is owned by BLACKROCK INC?
BLACKROCK INC owns 40.69M shares of Apple Hospitality REIT, representing 16.79% of the company's total shares outstanding, valued at $591.63M (as of Jun 2024).
What percentage of Apple Hospitality REIT is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 36.22M shares of Apple Hospitality REIT (APLE), compromising 14.94% of the company, valued at $526.7M.
What percentage of Apple Hospitality REIT is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of Apple Hospitality REIT. The company owns 13.07M of the company's shares outstanding (worth $191.07B).